Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED SELF-I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
268KNew |
$15.8M - $16.4M
|
268K
$16M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
96.8K+ 176.13% |
$5.72M - $5.91M
|
152K
$9.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.1KNew |
$658K - $680K
|
11.1K
$664K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
6.59K+ 1.47% |
$389K - $402K
|
455K
$27.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.97KNew |
$293K - $303K
|
4.97K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
3.4KNew |
$201K - $208K
|
3.4K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 0.27% |
$66.8K - $69K
|
415K
$24.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76- 2.09% |
$4.49K - $4.64K
|
3.57K
$213K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-89- 9.73% |
$5.26K - $5.43K
|
826
$49.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-139- 0.38% |
$8.21K - $8.49K
|
36.5K
$2.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-176- 1.21% |
$10.4K - $10.7K
|
14.4K
$856K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-301- 2.45% |
$17.8K - $18.4K
|
12K
$715K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-396- 1.53% |
$23.4K - $24.2K
|
25.5K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-402- 0.96% |
$23.8K - $24.5K
|
41.6K
$2.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-491- 5.02% |
$29K - $30K
|
9.3K
$554K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-492- 5.74% |
$29.1K - $30K
|
8.08K
$482K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-813- 11.3% |
$48K - $49.6K
|
6.38K
$380K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-845- 15.59% |
$49.9K - $51.6K
|
4.57K
$273K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.91K- 1.35% |
$113K - $117K
|
140K
$8.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.36K- 46.42% |
$199K - $205K
|
3.88K
$231K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.2K- 11.22% |
$248K - $256K
|
33.2K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.63K- 41.68% |
$451K - $466K
|
10.7K
$636K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13K- 1.31% |
$769K - $795K
|
984K
$58.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-32K- 3.45% |
$1.89M - $1.95M
|
896K
$53.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-52.6K- 27.32% |
$3.11M - $3.21M
|
140K
$8.34M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-91.3K- 35.29% |
$5.4M - $5.58M
|
167K
$9.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-201K- 76.25% |
$11.8M - $12.2M
|
62.5K
$3.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-380K- 63.57% |
$22.4M - $23.2M
|
218K
$13M
|
|